Team

Kasey Williams

Chief Operations and Compliance Officer, Partner

Multi-tasker and doer. Versatile and visionary leader. Dedicated to the continual improvement of the client experience.

Kasey Williams, Chief Operations and Compliance Officer: A man wearing a white button down shirt working on a laptop at a table with a gray background. Strategic Financial Leadership Team.

Master of Data. Keeper of Compliance. Steadfast Leader.

Kasey serves as the Chief Operations and Compliance Officer at Strategic, where his strategic oversight and operational acumen have significantly enhanced both internal systems and client services.

Beginning his tenure at Strategic in 2008 as an Operations Specialist, Kasey quickly embarked on a path that exposed him to nearly all facets of the business. His rapid acquisition of diverse roles and responsibilities provided him with a holistic understanding of the firm’s operations, paving the way for his current leadership position.

In his current role, Kasey leads the firm’s Operations group, orchestrating the seamless integration of processes, data management, compliance, technology, systems, HR, and financial operations. This comprehensive oversight ensures that Strategic adheres to the highest standards of compliance while maintaining operational excellence. Kasey’s proactive engagement with advisors and his strategic sessions keep the team aligned with the firm’s objectives, driving a culture of innovation and meticulous governance.

Education

Master’s in Business Administration, Fraud Management, Utica College
Bachelor of Art, Managerial Economics, Union College

Beneath the Surface

Claim to Fame

He is best friends with the Mayor of Mohawk, NY

Enjoys

Being active, landscaping, being outdoors, an ice cold UC, PB&J sandwiches, spending time with family and friends, and being a dad

Family

Kasey and his wife Brittany live in Central New York with their two busy kids, Lucy and Jack.

Each Warrior wants to leave the mark of his will, his signature, on important acts he touches. This is not the voice of ego but of the human spirit, rising up and declaring that it has something to contribute to the solution of the hardest problems, no matter how vexing.
Pat Riley